#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!

Retirement Planning Education, with Andy Panko - A podcast by Andy Panko - Thursdays

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Education

Listener Q&A where Andy talks about: The summary of the five different tax return filing statusesWhether a particular listener could file as Head of Household for his 22 year-old son in collegeHow to get the 1099-INT form if you sold any I Bonds last yearWhether you can still do a 2023 Roth conversion now, in February 2024What to look for and ask regarding an advisor's succession planLinks in this episode: My YouTube video - Overview of Federal Income TaxationIRS's Instructions to F...